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Insurance and Financial Services Position - State Farm Team Member Saratoga, CA

Insurance and Financial Services Position - State Farm Team Member

Full Time • Saratoga, CA
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Job Title: Insurance & Financial Services Representative (Sales & Service – Hybrid Role)
Location: Saratoga, CA
Job Type: Full-Time

Empower your future. Serve your community. Build a career with purpose.

At Shana Nelson State Farm, we’re on a mission to help individuals, families, and small businesses protect what matters most—while planning confidently for the future. We're looking for a driven and client-focused Insurance & Financial Services Representative to join our team in a hybrid role that blends both sales and service.

If you’re passionate about helping others, thrive in a relationship-driven environment, and enjoy guiding clients toward smart financial decisions, this is the role for you.

What You'll Do:

  • Develop and nurture long-term relationships with clients

  • Conduct in-depth consultations to assess insurance and financial needs

  • Educate clients on a range of solutions, including life insurance, retirement planning, investment products, and risk management

  • Assist clients with onboarding, policy servicing, and updates as life needs change

  • Stay up to date on market trends, product offerings, and compliance requirements

  • Collaborate with the internal team to deliver a seamless client experience

What We’re Looking For:

  • 3+ years of experience in insurance, financial services, or a related field

  • Strong communication skills with a consultative, client-first approach

  • Ability to manage both service requests and business development tasks

  • Financial planning or investment experience a plus

  • Licensed in Life, Health, and Property & Casualty (or willingness to obtain)

What You’ll Get:

  • Competitive base salary + uncapped commission and bonus potential

  • Professional development, licensing, and mentorship support

  • Clear path to grow into advanced roles or agency ownership

  • Supportive, collaborative team culture

  • Work-life balance with regular business hours

  • Paid time off, retirement plan options, and other benefits 

This is more than just a job—it’s a career with purpose. If you're ready to help clients protect what matters and plan for what’s next, we want to meet you.

Apply now and take the next step in your insurance and financial services journey.



 
Compensation: $65,000.00 - $85,000.00 per year




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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